Report filter question: Identifying a specific person

Hello,

I am wanting to create individual reports for people on a project who are not Smartsheet savvy and don't need to be. Using the screen shot below, this is what I am wanting to do.

From one project sheet, I have selected 9 columns for this report.

I want RM to be able to see his report that shows his tasks that are red, yellow, or green. (I included the % complete column as it ties to a formula that automatically determines the task health color. This also has black for completed and blue for future start.)

I am not creating a dashboard with this as I want RM to be able to change end dates and % complete direct from the report.

When I say ok on the filter option, I am getting a blank screen.

What am I missing?

Thanks,

Shannon

Find more posts tagged with

Reports

Accepted answers

All comments

James Keuning

If you start to take this apart, do all of the individual pieces of the filter work?

Can you build it up one piece at a time and figure out when it stops working?

Andrée Starå

Hi @Shannon Heizenrader

I hope you're well and safe!

To add to James's excellent advice/answer.

I'd recommend using the Current User option so RM only would see their assigned tasks.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, latest, sort, sortType, lookupSort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.